2025湾芯展开幕：光峰科技携2款LCoSAR光机亮相

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo opened in Shenzhen, attracting over 600 companies from more than 20 countries, highlighting its significance in the global semiconductor supply chain [1] Company Developments - Guangfeng Technology showcased two innovative LCoS AR optical machines, the Dragonfly G1 and Rainbow C1, which demonstrate breakthroughs in optical performance, cost control, and power management, enhancing user experience in AR glasses [1] - The Dragonfly G1 features a compact design with a volume of approximately 0.35cc and a single light source power consumption of about 55nit/mW, making it suitable for various eyewear designs [1] - The Rainbow C1 supports both single and dual AR display solutions, with resolutions of 640x480 or 960x540, expanding its application capabilities [1] Market Trends - Guangfeng Technology is actively expanding partnerships with leading AR glasses brands, indicating a strong market presence and demand for AR technology [2] - The global smart glasses shipment is projected to reach 12.8 million units in 2025, with a year-on-year growth of 26%, while the Chinese market is expected to see shipments of 2.75 million units, reflecting a significant increase of 107% [2]